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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?
Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?
Measuring the Jobs Situation
Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.
Confident in Consumer Confidence?
The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.
Mark Your Calendar
Once we approach the end of our working years, birthdays take on a renewed importance.
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